Marvell QJul25
- Revenue up q/q for 5th straight quarter; will grow in QOct too; 6% q/q & 58% y/y- DC revenue grew q/q for 9 straight quarters but will be flat q/q in 3Q as custom will be down but optics will be up DD%- Custom will pick up in 4Q; For custom 2H>1H- No updates on 3nm programs; last quarter said it secured 3nm wafer & AP capacity for the follow-on generationSource: Sravan Kundojjala
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